psKINETIC

Wealth Management Series – Growing The Business In 2022 And Beyond

In 2022 global wealth managers face significant challenges requiring the executive leadership teams to re-think their target operating models to achieve the strategic growth objectives of the business. The critical areas of focus for all wealth managers are well known and include integrating ESG criteria into the investment process and monitoring investor mandates to meet individual SRI aspirations. Differentiation is […]

Asset Management Series – Are You Automating Intelligently?

Most asset managers will be somewhere at the mid-way point on a digital maturity curve, they are typically digitally complex organisations using multiple market data sources, systems and platforms across legacy infrastructure and business functions. The majority of tier-1 asset managers will have integrated automation into their business processes with varying degrees of success mainly as a result of […]

Asset Management Series – A Need For Automation

In a report which looked at accelerating digital and transforming through technology, it was concluded that Mid-office and back-office processes – regulatory, trading execution, treasury, finance, risk and compliance, for example – will be reimagined and redesigned in order to enable the future business and operating models. The insight goes further and looks at the adoption of intelligent automation and […]

International Women’s Day 2022

For international women’s Day this year, we are proudly supporting the #BreakTheBias campaign. A campaign that has been established to highlight and eradicate gender bias in the workplace. To discuss this, we sat down with Zahra our Senior Tech Lead and one of the many immensely talented women who work with us here at psKINETIC. […]

Asset Management Series – Operational Efficiency & Automation

In my last post, I looked at the common denominators in the growth strategies of global asset managers in 2022. It is now time for a more in-depth look at some of the benefits and pitfalls that the leadership teams need to consider.​ According to a recent report, “Operational efficiency is increasingly important for traditional […]

Asset Management Series: Sanctions – Do We Go Further?

With global events moving fast it is important to reflect on how digital capabilities can help to protect your business and ensure compliance and full alignment with the existing sanctions regime, asset freezes and full FCC measures. The UK is going to push through new economic crime law, I’m sure that other Western economies will […]

Asset Management Series – Digital Transformation Essential for Growth

In my last blog ‘Growing the Business in 2022 and Beyond’, I talked about how we looked at some of the macro drivers for strategic growth strategies of global asset managers which included the integration of ESG criteria into the investment process, digital transformation, increasing the operational efficiency of the enterprise, client experience, new product development and differentiators […]

Asset Management Series – Growing the Business in 2022 and Beyond

In 2022 global asset managers face significant challenges requiring the executive leadership teams to re-think their target operating models to achieve the strategic growth objectives of the business over the next 5-years.​ The critical areas of focus for all asset managers are well known and include integrating ESG criteria into the investment process and monitoring investor mandates to meet individual […]

Using Automation To Unify Middle, Back Office and Compliance In Wealth Management

Nowadays, in Wealth Management, there seems to be a huge amount of general information on middle and back office. Compliance is a fundamental part of the data flow but where does it sit and how?  Traditionally, compliance would sit in middle office with risk management, corporate treasury, corporate strategy, financial control and finally compliance. However, […]

Accelerating Your Business With Intelligent Document Processing

Where to Start?We began our journey into Intelligent Document Processing with a large healthcare contract 8 years ago.  The challenge was to extract doctors’ instructions and clinical data out of long and messy letters.  This was before practical availability of powerful machine learning algorithms (very different from today where there is too much choice or…noise […]

Are you still running your own Appian Landscape? We can help with that…

We have 12+ years of experience as an Appian service providerAre you still running your own Appian landscape?  Moving to Appian’s Cloud model is the right ambition but is easier said than done. You may want to leverage your hosting capability, you may have an Azure or GCP strategy, or specific security/data privacy requirements that […]

Increasing Regulation and Client Onboarding, A Growing Challenge for Wealth Managers

Wealth managers are increasingly under pressure to keep up with the evolving regulatory landscape. The onboarding process is an area affected by many compliance rules due to the information obtained from institutional investors at the time of onboarding and the data held thereafter. Amidst these growing regulatory pressure and shrinking profit margins due to added […]